With demand for information-technology (IT) services in North America still sluggish, Europe has become a source of optimism for Indian companies because it is delivering steady gains over the past two years and continuing to outperform in the latest quarter. Yet analysts caution a full-scale revival will require a rebound in the United States (US), particularly in manufacturing, retail, and BFSI (banking, financial services, and insurance), because Europe contributes only about a third of the revenues.
Gold prices are expected to maintain their upward momentum though some consolidation could set in ahead of the US Federal Reserve's policy decision on September 17, analysts said. Traders will focus on the trade inflation data to gauge the impact of tariffs, inflation numbers from major economies including UK and Euro zone, along with monetary policy meetings of Bank of England and Bank of Japan which will provide more guidance for bullion prices, they added.
The 15th India-Vietnam Defence Dialogue signalled a move from routine talks to deeper cooperation, with new deals on submarine rescue and defence industry to support stability in the Indo-Pacific, notes Dr Rajaram Panda.
Defence Procurement Manual 2025 lays down the guiding principles for revenue procurements in the defence ministry worth around 1 trillion in a financial year.
'Even as the Supreme Court's anti-punitive demolition judgment nears its first anniversary, no formal contempt proceedings have been initiated either by the Supreme Court or any high court against officers or demolition squads who have acted in violation of it.'
To turn disruption into opportunity, NITI Aayog has recommended the launch of a National AI Talent Mission to make India the AI workforce capital of the world.
'The delay is high in India, and even higher in the case of electric vehicles.'
'India may never fully participate in the AI hype cycle, but we can position ourselves to benefit from its inevitable disenchantment and the cycle of disillusionment,' alerts Akash Prakash.
Investors who constantly hop between 'top-performing' funds often end up earning far lower returns than the very funds they invest in -- simply because they enter late and exit early. Best investors don't chase returns, they chase discipline, says Ramalingam Kalirajan.
Google says its AI models are being used across sectors in India, from improving maternal health programmes and streamlining patient-care to supporting agri-tech solutions and advancing the country's sovereign AI efforts.
The imposition of a 100 per cent tariff by the US on imports of branded and patented pharmaceutical products starting October 1 may not significantly hurt Indian drug makers, with Sun Pharma being exposed to some headline risk but with limited earnings impact, according to analysts. Among Indian companies, only Sun Pharma has sizeable sales from patented drugs in the US (about 17 per cent of 2024-25 revenue), HSBC Global Investment Research said in a report.
Amid US-China trade tensions and economic vulnerabilities, India must seize the 'China +1' opportunity, deepen reforms, secure FTAs, and globalise its firms for long-term growth, suggests Ajay Shah.
India's top listed real estate developers - DLF, Lodha Group, Prestige Estates, and Oberoi Realty, excluding Godrej Properties - reported strong presales growth in the first quarter (Q1) of 2025-26 (FY26), even as earnings showed a mixed trend. According to Nomura, the top five developers - DLF, Lodha, Prestige, Oberoi, and Godrej - recorded a cumulative 59 per cent year-on-year (Y-o-Y) growth in presales.
Delhi-based pharma major Mankind Pharma on Wednesday announced a collaboration with OpenAI to institutionalise artificial intelligence (AI) across its value chain, making it one of the first few Indian pharmaceutical companies to fully integrate advanced AI into its core operations.
Equity markets this week would keenly track the upcoming GST Council meeting, macroeconomic data announcements and trading activity of foreign investors for further movement, analysts said. Moreover, developments related to tariff negotiations, global market trends and auto sales data would also drive investors' sentiment.
'If Nitish Kumar were to depart from this alliance, it would signal substantial instability in central government politics.'
Physical AI equips machines with the ability to perceive, learn, and act in the real world by integrating AI algorithms with sensors and actuators in physical systems like robots and vehicles.
China calls the shoal Huangyan Dao. China has already deployed some of its biggest CCG vessels in the area to assert its claims.
Stock markets will be driven by inflation data, trade-related news, earnings and trading activity of foreign investors in a holiday-shortened week, analysts said on Sunday. Global market trends will also influence trading sentiment this week, they added.
India remains one of the largest and fastest-growing markets for SAP, and the scale of products being built in the country is bigger compared to other geographies, Manish Prasad, president and managing director of SAP India, said. "The beauty of India is scale, size, and agility.
'When you compare Bihar's poverty from its earlier times, then there is a huge difference. Things have improved a lot. And migration has played an important role in reducing poverty.'
Many start-ups crash when they pursue growth without a brand identity, fail to act on market research or rely only on design instead of investing in trust and value, explains Vinayak Burman.
The Defence Research and Development Organisation (DRDO) has successfully test-fired a drone-launched precision guided missile at a test range in Andhra Pradesh. Defence Minister Rajnath Singh announced the successful flight trials in Kurnool.
India sent an aquanaut 5,000 metres deep into the ocean in a first-of-its-kind expedition in partnership with France, as part of preparations for India's ambitious Deep Ocean Mission.
The Royal Swedish Academy of Sciences announced on Monday that it has decided to award the Nobel Prize in Economics 2025 to Joel Mokyr, Philippe Aghion, and Peter Howitt "for having explained innovation-driven economic growth." The 2025 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel goes to the trio, with one half awarded to Mokyr "for having identified the prerequisites for sustained growth through technological progress" and the other half jointly to Aghion and Howitt "for the theory of sustained growth through creative destruction."
Clocking in 7,000 steps a day could lower overall death risk by 47 per cent. And this is just one of the benefits.
In a double-dose bid to boost growth and employment prospects, the Union Cabinet on Tuesday approved a Rs 2.07 trillion outlay for a research development and innovation (RDI) Scheme to fund private sector innovations, and an employment-linked incentive (ELI) to create over 35 million new jobs over the next two years.
The study said the fund cuts could reverse decades of progress and that for many low and middle-income countries, the resulting shock would be comparable in scale to a "global pandemic" or a "major armed conflict".
'Raj Thackeray is working at the behest of Chief Minister Devendra Fadnavis.'
Who else will take on the might of Microsoft, Google, and Amazon if not the Adanis, Ambanis, Birlas, or Tatas?, asks R Jagannathan.
In contrast to Trump's strong warnings, the FDA's current position remains more measured. In a recent letter to physicians, the agency stated that "a causal relationship has not been established" between acetaminophen use during pregnancy and autism, and acknowledged the existence of "contrary studies in the scientific literature."
Hero MotoCorp and TVS Motor crossed Rs 1,000 crore in R&D spend for the first time, as legacy OEMs accelerate innovation to compete with new-age EV players.
OpenAI will provide 500,000 free ChatGPT licences for six months to students and teachers across government schools from classes 1 to 12, engineering and technical institutes, as well as K-12 educators.
He said that as compared to global models costing 2.5 to 3 US dollars per hour usage, India's AI model will cost less than less than Rs 100 per hour (1.16 US dollars per hour) after 40 percent government subsidy.
'If the NDA returns with the BJP substantially ahead of the JD-U, a BJP CM bid becomes plausible; if the gap is narrow or JD-U holds pivotal seats, continuity with Nitish is the lower-risk option.'
The successful validation will speed up induction and significantly bolster India's air defence posture in sensitive frontier zones.
In the Indian stock market, investors are interested in the actions of both domestic and foreign institutional investors (FIIs and DIIs). These groups have wealth as well as expertise in research, which makes them powerful participants in the Indian stock market. Their buy and sell positions have a large effect on stock prices and market sentiment due to the large volume.
Foreign investors offloaded Indian equities worth nearly Rs 21,000 crore in the first half of August, pressured by US-India trade tensions, lacklustre first-quarter corporate earnings, and a weakening rupee.
'Despite being a software powerhouse, we're not producing proportionate original IP, frameworks, or global tech products originating in India.'
The council said it takes serious cognisance of the alleged data manipulation by the CSDS and its attempt to create a narrative to undermine the sanctity of the Election Commission of India (ECI).
